Julie Man.

Partner

Julie is a Partner in the Private Wealth department – a team noted in both Legal 500 and Chambers legal directories for the quality of expertise offered to both national and international clients.

Since joining Mundays as a solicitor in 2006, Julie has developed a breadth of private client expertise including complex Wills, lifetime capital tax-planning, Business Property Relief and ancillary advice on succession planning for business owners, domicile and cross-border issues for international clients, private and charitable trusts together with the administration of estates.

Julie also has a long-standing interest and solid background in elderly client work such as planning for care home fees, preparation of lasting powers of attorney, registration of powers of attorney and Court of Protection applications.

In addition, she is proud to be a full member of the Society of Trust and Estate Practitioners (STEP) and a full accredited member Solicitors for the Elderly; both organisations offering a recognised standard of quality in good, technically-sound advice to private clients. For her expertise in Wills, she is compliant with STEP’s Will writing code which ensures the best quality product and advice for clients’ needs. Julie has also completed the STEP Advanced Certificate in Family Business Advising with Distinction.

Julie Man's Profile Image
A source says "We thought her style was helpful and considerate, while she was very willing to discuss our concerns and then provide advice, giving a number of options with an indication of which was the best in our circumstances."
Chambers & Partners HNW
Described as "technically very, very able," Man is also praised for her client manner. "She's absolutely the bee's knees," says one client. Another interviewee comments: "She has a professional manner, she's very inclusive in all her dealings and is always able to see the problem and recommend a suitable course."
Chambers & Partners HNW
Julie Man, who has 'incredible attention to detail and patience', heads the private wealth team.
The Legal 500 UK

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